First Choice Community Healthcare 403(B) Plan — Form 5500 plan (First Choice Community Healthcare, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, First Choice Community Healthcare 403(B) Plan is a benefit plan reported by First Choice Community Healthcare, Inc. under EIN 85-0224409 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $30,925,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Choice Community Healthcare, Inc.
- EIN
- 85-0224409
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $30,925,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20241015133054NAL0028583473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,925,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,925,279
- Net assets (BOY)
- $27,274,821
Income & contributions
- Employer contributions
- $1,348,577
- Participant contributions
- $1,465,862
- Total contributions
- $2,841,103
- Total income / additions
- $7,354,463
Expenses & distributions
- Benefits paid
- $3,540,207
- Administrative expenses
- $163,248
- Total expenses
- $3,704,005
- Net increase / (decrease)
- $3,650,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Insurance Company | CONTRACT ADMINISTRATOR | $163,248 | $0 | 2023 |
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $74,190 | 2023 |
| Pension Planning Consultants, Inc. | OTHER SERVICES | $0 | $22,997 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Choice Community Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Principal Insurance Company — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation